See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,999 | $95,266+109.9% | $82,389+142.8% | $142,382+40.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.01% | 25.74%-10.7pp | 28.67%-13.7pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,264 | $2,991-24.3% | $2,517-10.0% | $4,299-47.3% |
| Participant deferral / active EE | $6,436 | $4,809+33.8% | $4,155+54.9% | $6,507-1.1% |
| Admin fee / account holder | $5,845 | $8,563-31.7% | $7,231-19.2% | $12,624-53.7% |